Posts by Whitney Bond

Written By: Marissa Waldron, CFP® If you caught Shawn’s article last week, you’ll know that September is Life Insurance Awareness Month. Almost half of Americans are un- or underinsured. People…

Written By: Alex Hammersley, Financial Advisor We will soon be halfway through the year 2023? Personally, this is hard to believe. It seems like just yesterday we were collecting our…

Written By: A. Suzanne Robertson, CFP® Sometimes it takes a wake-up call.  As someone who has worked in the financial services industry for over 30 years, it can be easy…

Written By: Jacob Baugher, Financial Advisor The short answer:  Maybe.  A lot of experts seem to expect it, and the Federal Reserve’s chairman, Jerome Powell, was recently quoted saying: “It’s…

Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…

Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…

Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 has been difficult. 40-year-high inflation, rising interest rates, a foreign war, domestic concerns, and a seemingly always-declining stock market, are…

In this week’s video Scott discusses 3 ways to make your savings work harder for you. He discusses HSA’s and their benefits and then looks at a way you could…

There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware…